CIK: 0001861705
Total reported value
$137.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MELI | Mercadolibre INC | Stock-Consumer Disc | 11.21% | -2.56% | — | |
| 2 | BIDU | Baidu INC - Spon Adr | Stock-Comm Services | 10.99% | — | +57.20% | |
| 3 | AVGO | Broadcom INC | Stock-Tech | 10.56% | — | +9.89% | |
| 4 | VOO | Vanguard S&P 500 ETF | ETF-Large Cap & Growth | 7.93% | — | -24.19% | |
| 5 | HOOD | Robinhood Markets INC - A | Stock-Financials | 7.63% | -2.76% | — | |
| 6 | CVNA | Carvana Co | Stock-Consumer Disc | 7.49% | -5.45% | +11.22% | |
| 7 | 8QR | Confluent Inc-class A | Stock-Other | 7.37% | -2.04% | EXIT | |
| 8 | U | Unity Software INC | Stock-Tech | 6.99% | +11.08% | — | |
| 9 | FROG | JFrog Ltd. | Stock-Tech | 6.47% | — | -5.87% | |
| 10 | TSLA | Tesla INC | Stock-Consumer Disc | 5.91% | -6.75% | EXIT | |
| 11 | BE | Bloom Energy Corp- A | Stock-Industrials | 5.66% | +0.17% | +6.53% | |
| 12 | ✓ | Cyberark Software LTD | Stock-Other | 4.60% | — | — | |
| 13 | AFRM | Affirm Holdings INC | Stock-Financials | 4.42% | — | -7.78% | |
| 14 | TOST | Toast Inc-class A | Stock-Tech | 2.77% | +1.22% | — |